Wiser Advisor Group LLC

Est. AUM

$82.7M

13F long equity, this entity only

Positions

224

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	Common Stock	$5.5M	21854	6.70%	SOLE
2	VANGUARD S&P	MF Closed and MF Open	$4.9M	8281	5.98%	SOLE
3	ALPHABET INC	Common Stock	$4.0M	13945	4.85%	SOLE
4	ELI LILLY	Common Stock	$3.9M	4281	4.76%	SOLE
5	FIRST TRUST	MF Closed and MF Open	$3.9M	116116	4.74%	SOLE
6	NYLI FTSE	MF Closed and MF Open	$2.9M	85561	3.47%	SOLE
7	AMAZON COM	Common Stock	$2.8M	13389	3.37%	SOLE
8	INVESCO S&P	MF Closed and MF Open	$2.4M	22965	2.87%	SOLE
9	FIRST TRUST	MF Closed and MF Open	$2.1M	12718	2.51%	SOLE
10	GLOBAL X	MF Closed and MF Open	$2.1M	86175	2.50%	SOLE
11	VANGUARD VALUE	MF Closed and MF Open	$2.0M	10432	2.47%	SOLE
12	META PLATFORMS	Common Stock	$2.0M	3509	2.43%	SOLE
13	VANGUARD TOTAL	MF Closed and MF Open	$2.0M	27004	2.40%	SOLE
14	SCHWAB US	MF Closed and MF Open	$2.0M	76644	2.38%	SOLE
15	GLOBAL X	MF Closed and MF Open	$1.9M	36009	2.35%	SOLE
16	JPMORGAN CHASE	Common Stock	$1.9M	6438	2.29%	SOLE
17	WALMART INC	Common Stock	$1.8M	14744	2.21%	SOLE
18	VANGUARD SMALL	MF Closed and MF Open	$1.8M	6916	2.19%	SOLE
19	HARTFORD MUN	MF Closed and MF Open	$1.8M	45224	2.12%	SOLE
20	NVIDIA CORP	Common Stock	$1.7M	9908	2.09%	SOLE
21	VANGUARD GROWTH	MF Closed and MF Open	$1.7M	3846	2.03%	SOLE
22	MICROSOFT CORP	Common Stock	$1.6M	4335	1.94%	SOLE
23	TAIWAN SEMICONDUCTOR	Common Stock	$1.5M	4398	1.80%	SOLE
24	SCHWAB US	MF Closed and MF Open	$1.4M	49564	1.74%	SOLE
25	BERKSHIRE HATHAWAY	Common Stock	$1.4M	2	1.74%	SOLE
26	MCDONALDS CORP	Common Stock	$1.4M	4582	1.72%	SOLE
27	HOME DEPOT	Common Stock	$1.2M	3795	1.51%	SOLE
28	XTRACKERS USD	MF Closed and MF Open	$1.2M	34485	1.51%	SOLE
29	COCA COLA COMPANY	Common Stock	$1.2M	15698	1.44%	SOLE
30	BLACKSTONE INC	Common Stock	$1.0M	8749	1.22%	SOLE
31	PROLOGIS INC	Common Stock	$882K	6670	1.07%	SOLE
32	VANGUARD REAL	MF Closed and MF Open	$826K	9313	1.00%	SOLE
33	FIRST TRUST	MF Closed and MF Open	$775K	43652	0.94%	SOLE
34	NUCOR CORP	Common Stock	$719K	4250	0.87%	SOLE
35	BERKSHIRE HATHAWAY	Common Stock	$669K	1396	0.81%	SOLE
36	AMPLIFY CWP	MF Closed and MF Open	$661K	14736	0.80%	SOLE
37	ROYAL CARIBBEAN	Common Stock	$616K	2238	0.74%	SOLE
38	TC ENERGY	Common Stock	$453K	7237	0.55%	SOLE
39	ISHARES CORE	MF Closed and MF Open	$435K	3500	0.53%	SOLE
40	TESLA INC	Common Stock	$434K	1168	0.52%	SOLE
41	VANGUARD INTERMEDIATE	MF Closed and MF Open	$416K	5032	0.50%	SOLE
42	STATE STREET	MF Closed and MF Open	$387K	835	0.47%	SOLE
43	INVESCO NATIONAL	MF Closed and MF Open	$383K	16685	0.46%	SOLE
44	INVESCO QQQ	MF Closed and MF Open	$357K	618	0.43%	SOLE
45	ISHARES CORE	MF Closed and MF Open	$326K	499	0.39%	SOLE
46	INVESCO PFD	MF Closed and MF Open	$295K	27098	0.36%	SOLE
47	ALPHABET INC	Common Stock	$231K	806	0.28%	SOLE
48	BROADCOM INC	Common Stock	$228K	736	0.28%	SOLE
49	VANECK HIGH	MF Closed and MF Open	$207K	4135	0.25%	SOLE
50	VANECK VIETNAM	MF Closed and MF Open	$202K	11651	0.24%	SOLE

1–50 of 224

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.